ISHARES TR (IWD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,919
Reporting holders
$64.7B
Reported value
0.1%
Held as options
+84
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $10.8B | 44,711,921 | 0.70% | 31q | -3.1%-$347.3M |
| MORGAN STANLEY | $9.9B | 40,662,951 | 0.52% | 35q | -3.7%-$379.2M |
| GOLDMAN SACHS GROUP INC | $2.8B | 11,508,393 | 0.24% | 31q | -1.1%-$30.6M |
| FMR LLC | $2.2B | 8,896,508 | 0.09% | 31q | -4.2%-$95.6M |
| AMERIPRISE FINANCIAL INC | $2.1B | 8,644,566 | 0.42% | 31q | +262.6%+$1.5B |
| JPMORGAN CHASE & CO | $2.1B | 8,498,901 | 0.11% | 31q | -1.7%-$35.5M |
| Financial Engines Advisors L.L.C. | $1.9B | 7,898,903 | 3.40% | 31q | -1.5%-$29.2M |
| ENVESTNET ASSET MANAGEMENT INC | $1.6B | 6,717,263 | 0.38% | 31q | -2.5%-$41.5M |
| UBS Group AG | $1.5B | 6,325,816 | 0.20% | 31q | -3.8%-$61.4M |
| Baird Financial Group, Inc. | $1.5B | 6,192,377 | 2.06% | 31q | +2.7%+$40.1M |
| WELLS FARGO & COMPANY/MN | $1.4B | 5,686,036 | 0.22% | 31q | -43.3%-$1.1B |
| RAYMOND JAMES FINANCIAL INC | $1.3B | 5,232,373 | 0.34% | 7q | -5.1%-$67.9M |
| NORTHERN TRUST CORP | $1.0B | 4,160,192 | 0.12% | 31q | -19.3%-$241.7M |
| Jasper Ridge Partners, L.P. | $991.7M | 4,090,716 | 10.57% | 31q | +65.8%+$393.6M |
| LPL Financial LLC | $980.1M | 4,042,964 | 0.22% | 31q | -5.6%-$58.6M |
| M&T Bank Corp | $919.8M | 3,793,923 | 2.70% | 26q | +7.0%+$60.3M |
| PNC Financial Services Group, Inc. | $826.9M | 3,411,025 | 0.41% | 31q | +0.7%+$6.1M |
| Pinnacle Financial Partners, Inc. | $789.6M | 3,257,065 | 5.38% | 3q | HELD |
| PRUDENTIAL FINANCIAL INC | $753.4M | 3,107,712 | 0.82% | 35q | -16.8%-$152.3M |
| JONES FINANCIAL COMPANIES LLLP | $659.8M | 2,718,123 | 0.26% | 31q | +2.9%+$18.7M |
| ROYAL BANK OF CANADA | $530.3M | 2,187,427 | 0.08% | 31q | -1.4%-$7.4M |
| TRUIST FINANCIAL CORP | $519.6M | 2,143,441 | 0.62% | 31q | -0.8%-$4.4M |
| STIFEL FINANCIAL CORP | $441.7M | 1,821,926 | 0.37% | 31q | +24.3%+$86.3M |
| GLOBALT Investments LLC / GA | $415.9M | 1,715,696 | 14.03% | 11q | -1.9%-$8.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $388.2M | 1,601,482 | 0.49% | 31q | HELD |
| Rockefeller Capital Management L.P. | $372.0M | 1,534,580 | 0.57% | 31q | HELD |
| Focus Partners Wealth | $343.4M | 1,416,627 | 0.35% | 11q | HELD |
| Stairway Partners, LLC | $322.9M | 1,331,855 | 15.21% | 31q | HELD |
| 71 West Capital Partners | $316.8M | 1,306,647 | 10.95% | 3q | +3.3%+$10.3M |
| Cetera Investment Advisers | $302.0M | 1,245,656 | 0.28% | 31q | +1.3%+$3.9M |
| CITIGROUP INC | $284.2M | 1,172,263 | 0.09% | 31q | +6.7%+$17.9M |
| FIFTH THIRD BANCORP | $279.4M | 1,152,535 | 0.45% | 31q | -3.3%-$9.5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $265.1M | 1,093,500 | 0.91% | 2q | +2.8%+$7.1M |
| HighTower Advisors, LLC | $252.6M | 1,041,916 | 0.24% | 31q | -4.4%-$11.6M |
| Corient Private Wealth LP | $219.1M | 903,752 | 0.14% | 15q | +15.6%+$29.5M |
| OAKWORTH CAPITAL, INC. | $213.4M | 877,912 | 10.15% | 31q | +1.8%+$3.8M |
| Waldron Private Wealth LLC | $206.9M | 853,400 | 7.16% | 31q | -1.9%-$3.9M |
| Cerity Partners LLC | $205.6M | 848,030 | 0.25% | 31q | +4.0%+$7.9M |
| OpenArc Corporate Advisory, LLC | $195.7M | 807,045 | 2.33% | 3q | +8.0%+$14.5M |
| US BANCORP \DE\ | $192.3M | 793,380 | 0.21% | 31q | -0.9%-$1.8M |
| Bank of New York Mellon Corp | $190.8M | 786,854 | 0.03% | 31q | -12.9%-$28.3M |
| OSAIC HOLDINGS, INC. | $190.4M | 785,470 | 0.22% | 26q | +10.1%+$17.5M |
| VICTORY CAPITAL MANAGEMENT INC | $180.0M | 742,315 | 0.10% | 5q | -4.9%-$9.3M |
| BROWN ADVISORY INC | $177.1M | 730,583 | 0.27% | 31q | -1.1%-$2.0M |
| Dynasty Wealth Management, LLC | $175.9M | 725,606 | 1.31% | 3q | +10.2%+$16.3M |
| Circle Wealth Management, LLC | $163.1M | 672,670 | 2.05% | 12q | HELD |
| COMMERCE BANK | $160.9M | 663,733 | 0.71% | 31q | -6.1%-$10.4M |
| FRANKLIN RESOURCES INC | $160.8M | 663,216 | 0.03% | 31q | -71.9%-$412.4M |
| TIAA Wealth Investment Management LLC | $154.4M | 636,075 | 1.03% | 2q | -1.5%-$2.4M |
| MV CAPITAL MANAGEMENT, INC. | $153.4M | 673,204 | 7.14% | 31q | +97.5%+$75.7M |
| 1ST SOURCE BANK | $153.3M | 632,344 | 6.95% | 31q | +1.7%+$2.5M |
| STEPHENS INC /AR/ | $144.0M | 593,962 | 1.61% | 31q | +1.9%+$2.7M |
| Creative Planning | $123.4M | 509,090 | 0.07% | 31q | -5.2%-$6.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $122.0M | 494,171 | 0.20% | 30q | -0.7%-$915.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $121.6M | 501,513 | 0.08% | 30q | +117.1%+$65.6M |
| Pathstone Holdings, LLC | $116.5M | 480,631 | 0.34% | 11q | +2.3%+$2.7M |
| CAPTRUST FINANCIAL ADVISORS | $111.9M | 461,550 | 0.17% | 31q | +5.9%+$6.3M |
| Mariner, LLC | $110.0M | 453,552 | 0.12% | 31q | -5.1%-$6.0M |
| Cullen/Frost Bankers, Inc. | $107.3M | 442,652 | 1.06% | 31q | +1.7%+$1.8M |
| Relyea Zuckerberg Hanson LLC | $104.5M | 431,138 | 4.36% | 27q | +108.8%+$54.5M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $103.8M | 428,133 | 5.87% | 31q | -0.7%-$738.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $100.5M | 414,670 | 0.05% | 31q | -10.0%-$11.2M |
| Cassaday & Co Wealth Management LLC | $98.8M | 407,487 | 1.86% | 15q | -2.5%-$2.5M |
| CHOREO, LLC | $98.1M | 404,733 | 1.08% | 50q | HELD |
| Marquette Asset Management, LLC | $96.4M | 397,757 | 12.38% | 31q | +1.1%+$1.0M |
| Cedar Mountain Advisors, LLC | $95.8M | 395,280 | 16.50% | 27q | HELD |
| Waverly Advisors, LLC | $95.2M | 392,600 | 0.55% | 31q | +44.1%+$29.1M |
| LANDAAS & CO /WI /ADV | $93.4M | 385,177 | 16.99% | 31q | +3.1%+$2.8M |
| MAI Capital Management | $92.7M | 382,514 | 0.35% | 31q | +5.9%+$5.2M |
| Steward Partners Investment Advisory, LLC | $92.6M | 382,011 | 0.47% | 31q | HELD |
| Legacy Edge Advisors, LLC | $89.3M | 408,537 | 4.86% | 10q | +84.2%+$40.8M |
| StoneX Group Inc. | $88.4M | 364,575 | 3.56% | 24q | +1.5%+$1.3M |
| BANK OF NOVA SCOTIA | $87.4M | 360,680 | 0.13% | 23q | -15.2%-$15.7M |
| Modera Wealth Management, LLC | $87.1M | 359,145 | 0.93% | 31q | -1.2%-$1.1M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $85.6M | 353,038 | 0.63% | 31q | -0.5%-$460.6K |
| BlackRock, Inc. | $81.8M | 337,493 | 0.00% | 8q | -47.3%-$73.4M |
| Cresset Asset Management, LLC | $79.5M | 327,952 | 0.29% | 31q | +1.1%+$838.3K |
| EP Wealth Advisors, LLC | $77.6M | 319,919 | 0.30% | 30q | +5.6%+$4.1M |
| ALLIANCEBERNSTEIN L.P. | $77.5M | 362,548 | 0.03% | 31q | +77.4%+$33.8M |
| Nuveen, LLC | $77.3M | 319,031 | 0.02% | 6q | +87.3%+$36.1M |
| Private Advisor Group, LLC | $75.1M | 309,791 | 0.34% | 31q | -7.2%-$5.8M |
| BNP PARIBAS FINANCIAL MARKETS | $74.4M | 307,073 | 0.03% | 26q | -61.9%-$121.1M |
| MML INVESTORS SERVICES, LLC | $73.8M | 304,240 | 0.15% | 31q | -24.1%-$23.5M |
| BANK OF MONTREAL /CAN/ | $73.1M | 301,351 | 0.02% | 31q | +6.6%+$4.5M |
| Lido Advisors, LLC | $69.1M | 284,963 | 0.19% | 31q | -8.0%-$6.0M |
| Caisse de depot et placement du Quebec | $68.4M | 281,975 | 0.10% | new | NEW |
| Beirne Wealth Consulting Services, LLC | $65.9M | 271,741 | 13.11% | 30q | +195.4%+$43.6M |
| First Business Financial Services, Inc. | $64.4M | 265,835 | 5.00% | 31q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $64.4M | 265,552 | 0.79% | 31q | +18.2%+$9.9M |
| Beacon Pointe Advisors, LLC | $63.4M | 261,551 | 0.29% | 31q | -22.8%-$18.7M |
| SMI Advisory Services, LLC | $63.2M | 255,736 | 10.25% | 3q | -5.2%-$3.5M |
| Badgley Phelps Wealth Managers, LLC | $63.0M | 259,924 | 1.10% | 20q | +3.3%+$2.0M |
| BRIDGES INVESTMENT MANAGEMENT INC | $61.5M | 253,556 | 0.75% | 31q | -1.4%-$896.3K |
| Paulson Wealth Management Inc. | $61.5M | 253,476 | 13.03% | 31q | -7.3%-$4.9M |
| HB Wealth Management, LLC | $59.3M | 244,415 | 0.33% | 19q | +3.4%+$2.0M |
| EQUITY INVESTMENT CORP | $58.5M | 241,235 | 1.12% | 31q | -39.8%-$38.6M |
| BLAIR WILLIAM & CO/IL | $56.5M | 232,981 | 0.15% | 31q | -10.3%-$6.5M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $55.5M | 229,113 | 0.61% | 24q | +4.2%+$2.2M |
| Concurrent Investment Advisors, LLC | $54.0M | 222,877 | 0.46% | 11q | +17.6%+$8.1M |
| CIBC Bancorp USA Inc. | $53.5M | 220,733 | 0.07% | 2q | +16.1%+$7.4M |
Showing the largest 100 of 1,977 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,919 | $64.7B | 266,496,676 | 141 | 447 | 590 | 0.1% |
| Q1 2026 | 1,835 | $58.3B | 270,840,793 | 110 | 413 | 609 | 0.7% |
| Q4 2025 | 1,839 | $58.0B | 271,491,392 | 127 | 496 | 470 | 1.5% |
| Q3 2025 | 1,687 | $54.0B | 259,493,153 | 85 | 384 | 536 | 2.1% |
| Q2 2025 | 1,668 | $51.0B | 256,328,751 | 110 | 434 | 499 | 2.4% |
| Q1 2025 | 1,638 | $50.6B | 262,649,542 | 96 | 385 | 562 | 2.4% |
| Q4 2024 | 1,651 | $51.0B | 273,330,669 | 111 | 482 | 402 | 0.9% |
| Q3 2024 | 1,494 | $48.9B | 257,105,559 | 104 | 389 | 445 | 0.5% |
| Q2 2024 | 1,432 | $45.2B | 258,423,253 | 65 | 353 | 448 | 0.1% |
| Q1 2024 | 1,446 | $56.0B | 312,134,993 | 81 | 304 | 525 | 0.2% |
| Q4 2023 | 1,445 | $49.7B | 301,152,641 | 104 | 411 | 422 | 0.1% |
| Q3 2023 | 1,328 | $37.2B | 244,589,789 | 76 | 330 | 421 | 0.2% |
| Q2 2023 | 1,298 | $38.9B | 246,076,530 | 67 | 299 | 461 | 0.2% |
| Q1 2023 | 1,257 | $39.8B | 260,992,460 | 61 | 260 | 511 | 0.1% |
| Q4 2022 | 1,224 | $38.1B | 251,241,735 | 111 | 400 | 311 | 0.1% |
| Q3 2022 | 1,321 | $37.9B | 277,987,216 | 70 | 369 | 411 | 0.1% |
| Q2 2022 | 1,347 | $40.6B | 279,177,099 | 79 | 426 | 415 | 0.3% |
| Q1 2022 | 1,378 | $46.3B | 276,968,372 | 89 | 418 | 422 | 0.6% |
| Q4 2021 | 1,389 | $48.2B | 285,501,238 | 105 | 465 | 305 | 0.6% |
| Q3 2021 | 1,231 | $42.0B | 266,356,823 | 62 | 392 | 336 | 0.6% |
| Q2 2021 | 1,226 | $41.7B | 261,722,963 | 81 | 413 | 340 | 0.4% |
| Q1 2021 | 1,194 | $40.0B | 262,162,293 | 101 | 396 | 349 | 0.5% |
| Q4 2020 | 1,150 | $34.8B | 251,621,734 | 123 | 354 | 286 | 1.2% |
| Q3 2020 | 1,004 | $29.0B | 241,289,044 | 70 | 275 | 367 | 1.8% |
| Q2 2020 | 991 | $27.1B | 238,948,558 | 81 | 249 | 448 | 0.7% |
| Q1 2020 | 991 | $25.0B | 250,867,545 | 54 | 294 | 431 | 0.5% |
| Q4 2019 | 1,110 | $31.1B | 226,376,960 | 91 | 357 | 264 | 0.5% |
| Q3 2019 | 966 | $28.3B | 219,830,426 | 58 | 292 | 307 | 0.2% |
| Q2 2019 | 968 | $30.6B | 239,726,881 | 68 | 272 | 336 | 0.3% |
| Q1 2019 | 957 | $26.6B | 214,918,703 | 80 | 240 | 365 | 0.3% |
| Q4 2018 | 958 | $27.0B | 243,311,478 | 9 | 19 | 10 | 0.1% |